CIK: 0001802655
申告総資産額
$16.8億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 20.39% | -1.13% | +8.38% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 8.25% | -0.04% | +17.41% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.38% | — | +14106.59% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.61% | +0.73% | +0.32% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.58% | +0.29% | +13.59% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.95% | -0.50% | +227.04% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.69% | -0.51% | +355.42% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.43% | -0.15% | +22.13% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.92% | -0.38% | -0.46% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.67% | -0.04% | +1.04% | |
| 11 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.58% | — | +31.08% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.51% | -0.33% | +35.97% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.38% | — | -2.16% | |
| 14 | INTU | Intuit INC | 株式-IT | 1.33% | -0.07% | +32.70% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.29% | — | +45.43% | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.29% | -0.07% | -1.63% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.27% | — | +49.65% | |
| 18 | USB | US Bancorp | 株式-金融 | 1.27% | — | +51.75% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.26% | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | -0.10% | +58.38% | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 1.23% | — | +52.17% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.21% | +0.06% | +48.43% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.20% | -0.03% | — | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.20% | — | +53.20% | |
| 25 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.20% | +0.24% | +50.19% | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 1.19% | — | +48.68% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.18% | -0.06% | +45.91% | |
| 28 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 1.16% | — | -0.35% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 1.13% | -0.07% | +48.62% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.12% | — | +57.34% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 1.12% | — | +59.98% | |
| 32 | LRCXEUR | Lam Research CORP | 株式-IT | 1.11% | — | +53.50% | |
| 33 | ECL | Ecolab INC | 株式-素材 | 1.10% | — | +60.11% | |
| 34 | DG | Dollar General CORP | 株式-生活必需品 | 1.09% | — | +53.85% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.07% | — | +57.15% | |
| 36 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.06% | — | +58.14% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 1.05% | — | +60.47% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.99% | — | -1.20% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.98% | — | +65.41% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.77% | — | +0.08% | |
| 41 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.73% | — | -4.03% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.70% | +0.01% | +797.91% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.55% | +0.11% | -1.28% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.54% | -0.20% | +2.41% | |
| 45 | ET | Energy Transfer LP | 株式-エネルギー | 0.43% | +0.20% | — | |
| 46 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.40% | — | +22.57% | |
| 47 | XLE | Ss Energy Select Sector | ETF-その他 | 0.40% | — | +18.77% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.37% | — | — | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.32% | — | — | |
| 50 | DE | Deere & Co | 株式-資本財 | 0.32% | +0.15% | -0.86% |